Employee portal

Staff login

See your assigned visits and update them when support is complete.

Password

OwnWay

Please choose your own password.

Your account is using a temporary password.

Today's visits

Your day

Support visit

Visit details

Complete visit

Finish this visit

Mileage for this visit, milesEnter work mileage only. OwnWay compares this with estimated travel from the previous visit where a route is available.

Visit notesInternal OwnWay record. Keep notes factual, relevant and useful for continuity of support.

Family updateOptional, written to be shared

Update for the customer and familyKeep this friendly and appropriate to share. Do not include internal concerns, safeguarding details or office only information here.

Office follow up needed

What needs following up?

Customer onboarding visit

Customer onboarding

Keep this conversational. Only record information that is relevant to providing safe, person centred support.

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1 of 5

What matters and what support is wanted

Start with the customer, their goals and how they want OwnWay to fit around their life.

What would you like OwnWay to help you with?

What is most important to you day to day?

What would you prefer to keep doing yourself?

Important routines, preferences, likes or dislikes

2 of 5

Communication and practical needs

Communication, hearing or vision information staff need to know

Mobility or equipment staff need to know about

Access to the home and anything useful about the property

Pets or animals in the home

Emergency contact name

Emergency contact phone

3 of 5

Important health and DNACPR information

Only record health information that OwnWay genuinely needs to support the customer safely.

Known allergies

Important health conditions staff need to know about

Anything staff should know in an emergency

DNACPR / DNR

A DNACPR decision relates to CPR. Record what the customer tells you and the document details, do not make or interpret the decision.

Is there a DNACPR / DNR decision in place?

Where is the physical document normally kept?

Photo or digital copyTake a clear photo with the iPad, or choose a PDF/image already provided. Maximum 5 MB.

Customer only has a digital copy and will send it to support@ownway.uk

DNACPR notes, optional

4 of 5

Initial risk assessment

Tap Yes only where a real risk is present. Extra boxes appear only when needed.

Other risk assessment notes

5 of 5

Consent, review and save

Review the answers with the customer before signing and saving the onboarding record. The visit will keep running until you end it separately.

Customer consent

I agree to OwnWay providing the support we have discussed. I understand OwnWay will store the personal information needed to arrange and provide my support. I give explicit consent for OwnWay to record and use relevant health and safety information where needed to support me safely. I understand relevant information may be shared with the OwnWay workers supporting me. I agree to OwnWay securely storing documents connected to my support, including a DNACPR copy where applicable. I have reviewed the information recorded and believe it is accurate.

Family and trusted contact notification permissions are managed separately in OwnWay.

Who is signing?

Representative name

Relationship

Authority to act for the customer

Why can the customer not sign?

Signature

Customer charge: £0.00Saving these forms does not end the visit. Return to the visit screen when you are ready to leave and record mileage there.

Incident or concern

Report to the office

If someone is at immediate riskUse the appropriate emergency or safeguarding procedure first. Submitting this form does not replace immediate action.

Customer

Linked visit, optional

Report type

Severity

When did it happen or get noticed?

Short summary

What happened or what are you concerned about?

Immediate action taken

Other people involved or present, optional